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SKYLINE ADVISORS, INC.

BELLINGHAM, WA · CRD 188511 · IAPD ↗ · 360-671-1621

$386.5MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2026 — SKYLINE ADVISORS, INC. shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — SKYLINE ADVISORS, INC. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.